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Portfolio (Quarterly) Guide ↗

Physician Wealth Advisors, Inc.

· CIK 0001795173
13F Portfolio $837M AUM 12,601 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2334 New
Page 52 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 HEI HEICO CORP NEW Industrials 17.0 $6K 0.00% NEW $356.24 -0.3%
1022 SUTRO BIOPHARMA INC 182.0 $6K 0.00% NEW $33.20
1023 HWC HANCOCK WHITNEY CORPORATION Financial Services 80.0 $6K 0.00% NEW $74.72 +0.9%
1024 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 175.0 $6K 0.00% NEW $34.00 +8.5%
1025 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 119.0 $6K 0.00% NEW $49.87 +14.6%
1026 XPLR INFRASTRUCTURE LP 500.0 $6K 0.00% NEW $11.81
1027 DTM DT MIDSTREAM INC Energy 40.0 $6K 0.00% NEW $146.75 -13.6%
1028 PSNL PERSONALIS INC Healthcare 437.0 $6K 0.00% NEW $13.40 +37.2%
1029 EL LAUDER ESTEE COS INC Consumer Defensive 74.0 $6K 0.00% NEW $78.96 +29.1%
1030 ARKB ARK 21SHARES BITCOIN ETF Financial Services 300.0 $6K 0.00% NEW $19.46 +31.3%
1031 MSM MSC INDL DIRECT INC Industrials 49.0 $6K 0.00% NEW $118.96 +0.7%
1032 PINS PINTEREST INC Communication Services 277.0 $6K 0.00% NEW $21.03 +11.3%
1033 PII POLARIS INC Consumer Cyclical 85.0 $6K 0.00% NEW $68.45 -5.9%
1034 VTR VENTAS INC Real Estate 65.0 $6K 0.00% NEW $88.80 +4.8%
1035 ANAB ANAPTYSBIO INC Healthcare 85.0 $6K 0.00% NEW $67.51 -14.5%
1036 AES AES CORP Utilities 388.0 $6K 0.00% NEW $14.66 +0.7%
1037 CHTR CHARTER COMMUNICATIONS INC Communication Services 40.0 $6K 0.00% NEW $142.22 +5.6%
1038 STE STERIS PLC Healthcare 27.0 $6K 0.00% NEW $210.59 +13.0%
1039 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 265.0 $6K 0.00% NEW $21.45 +21.1%
1040 RYANAIR HOLDINGS PLC 87.0 $6K 0.00% NEW $64.76
Page 52 of 117  ·  2,334 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.6%
Financial Services 18.2%
Healthcare 9.6%
Consumer Cyclical 7.5%
Industrials 6.2%
Communication Services 4.5%
Consumer Defensive 4.3%
Real Estate 2.7%
Energy 2.7%
Utilities 2.2%